# UTICA MUTUAL INSURANCE COMPANY EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **UTICA MUTUAL INSURANCE COMPANY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | UTICA MUTUAL INSURANCE COMPANY |
| EIN | 150476880 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | NEW HARTFORD, NY |
| Industry | insurance |
| Funding | mixed |
| Total premiums | $2.4M |
| Participants | 1,400 |
| Persons covered | 1,345 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Life, LTD |
| BLUE CROSS BLUE SHIELD | Health |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Other |
| METLIFE LEGAL PLANS | Health |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |
| ZURICH AMERICAN INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| LAWLEY BENEFITS GROUP LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | BLUECROSS BLUESHIELD |
| WILLIS TOWERS WATSON US LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| WILLIS TOWERS WATSON US LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| LIAZON BENEFITS INC | METROPOLITAN LIFE INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | METROPOLITAN GENERAL INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/150476880-503
- Cite as: PlanOptica, https://planoptica.com/welfare/150476880-503
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